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iShares ESG Aware MSCI USA ETF
ESGU

Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
676
Voisard Asset Management Group
Michigan
$116K +$108K +1,101 New
BC
677
Bartlett & Co
Ohio
$113K -$45.3K -463 -30%
BCWM
678
Bartlett & Co Wealth Management
Ohio
$113K -$45.3K -463 -30%
MSWM
679
McGlone Suttner Wealth Management
Wisconsin
$111K +$103K +1,054 New
BFPW
680
BOK Financial Private Wealth
Colorado
$108K – – –
GWM
681
Geneos Wealth Management
Colorado
$106K +$8.62K +88 +10%
TLA
682
Tanglewood Legacy Advisors
Texas
$105K – – –
IRAG
683
Investment Research & Advisory Group
Georgia
$105K +$686 +7 +0.7%
FP
684
Financial Perspectives
Minnesota
$100K +$98 +1 +0.1%
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$96.4K +$90K +919 New
AWM
686
Abound Wealth Management
Tennessee
$94.4K -$294 -3 -0.3%
GEA
687
Glen Eagle Advisors
New Jersey
$91.3K -$10.4K -106 -11%
TAM
688
Tucker Asset Management
Colorado
$83.3K – – –
NSG
689
Nalls Sherbakoff Group
Tennessee
$82.5K – – –
JWA
690
JFS Wealth Advisors
Pennsylvania
$79.4K +$74.1K +757 New
SWM
691
Sugarloaf Wealth Management
Georgia
$78K – – –
WCM
692
Winthrop Capital Management
Indiana
$76.6K +$71.5K +730 New
SS
693
Sunbelt Securities
Texas
$71.9K -$4.41K -45 -6%
OSAM
694
O'Shaughnessy Asset Management
Connecticut
$70.1K -$17.2K -176 -21%
CIA
695
Cape Investment Advisory
Georgia
$68.9K +$2.84K +29 +5%
HWP
696
Highline Wealth Partners
California
$67.6K – – –
CFFP
697
Center for Financial Planning
Michigan
$61.7K – – –
IRC
698
Investors Research Corp
Georgia
$61K +$8.62K +88 +18%
RA
699
Rise Advisors
New York
$57.5K +$392 +4 +0.7%
GFPC
700
Global Financial Private Client
Florida
$56.1K +$14.1K +144 +37%
26 27
28
29 30